Publications

Research and Report 22 Mar 2023 - 2 minutes read

Central Clearing Of U.S. Treasuries & Repo

A Study on the Impact to the Market and Market Participants

Article 19 Dec 2022 - 5 minutes read

Virtual Advice: A Call Center Based Approach to Managed Accounts

Is your firm on board the Virtual Financial Advisor train? New technologies and changing customer preferences have created opportunities for a new approach to wealth management.

Article 12 Oct 2021 - 17 minutes read

Forging the Future of the Workplace

This article will highlight the effects of the COVID-19 pandemic on the client service sector, and the winds of digital transformation change experienced by management as contact centers slowly return back to their ordinary courses of business.

Article 19 Mar 2021 - 10 minutes read

SPACS: Which Factors Lead To Merger Success?

There are now over $146bn of SPAC deals looking for merger candidates. But executing a merger is not the end of the story—many SPAC deals have performed poorly post-merger.
What are the key factors in successful deals?

Article 24 Feb 2021 - 5 minutes read

Special Purpose Acquisition Companies (SPACs) – Boom and Bust?

What is a SPAC? Volumes of these deals have exploded in 2020 and into 2021, potentially bringing lots of new early-stage companies to market. How do these deals work? What are the deal economics, and what are the implications of this boom?

Article 08 Jan 2021 - 4 minutes read

Understanding Organisational Culture: a Key to Implementing Change

In the previous post in this series, we outlined some considerations when assessing whether an operating model is fit for purpose in the context of strategy execution. In this article we offer another key consideration; that of an organisation’s culture.